AUTOMATIC NATIVE SALESFORCE LOG A CALL

 

CALL LOGGING

As a Salesforce-native application, FastCall creates a Salesforce task for each call without using the Salesforce API. Only a native app can create a Task in real-time without using the API. This is – by far – our #1 competitive advantage in the category.

Saving your users hours each month, FastCall optimizes your workflow by creating a Task with fewer clicks and – most importantly – 100% consistency. Users will not be bogged down with data entry that inevitably leads to poor data quality.

Calls can be logged to Opportunities and/or cases. By default, calls are logged to one Salesforce Contact, but we give the option to add multiple Contacts under the Account to a call.

You can add any Salesforce task picklist to the Fastcall widget; customize your Call Results, append additional call data to your Salesforce Task Subject. Fastcall give options for call notes, call termination and more.

​As you know, Task is the native object for events, activities and – well – tasks. Your existing reports are built around the Salesforce native Task. Fastcall also understands the benefits of using custom objects to better model & detail calls.

Fastcall replicates key call values to the Salesforce Task record, so nothing needs to change if your team is logging calls as Tasks today. If you do not need to create Salesforce Task records for phone calls, you can turn this off in the Fastcall Settings page. See this page for details on the custom objects used by Fastcall for call logging.

FastCall gives several options to set the Salesforce native fields for:

  • Call duration
  • Subject
  • Call result
  • Task picklist (native and custom)
  • Salesforce comments (also captured as notes)
  • Type
  • Status

 

 

Then, Fastcall sets custom fields for

  • Call duration in minutes
  • Call from (phone number)
  • Call notes
  • Call recording
  • Call time

Fastcall will optionally add any picklist fields to our widget, these are fields that exist in you org or are added by you. Examples include “Call focus” or “Spoke to.”

For inbound calls we give:

  • Voicemail (checkbox)
  • From city, state, zip, country

 

LOGGING

Call Logging under Fastcall Admin Settings can be customized in a few areas:

  • Options to Manage Call Results for Outbound and Inbound.
  • Call Subject for Inbound, Outbound, ACD, SMS and Missed calls.
  • Task customization: Fastcall give options on when and how to create Task records.

 

MANAGE CALL RESULTS

 

SUBJECT

Learn more about Call Subject

 

TASK

 

Fastcall can create task records for every call you make. You can define when tasks will be created during a call flow.

Inside Task options under General Settings you find our options to create a Salesforce task (on by default.) If this is set off, Fastcall will only log calls to our custom object. When Fastcall is creating your Salesforce Tasks, we give sub-options to create task for completed calls; create task for missed calls; and create a task to fix wrong numbers. With this last option Fastcall creates a separate open activity to review the phone number fields on those records where a call failed due to an invalid phone number. Fastcall will create task for voice mails.

On the Fields tab, we give options to schedule a followup call. A new, open Task is created and related to the record.

Last on the Status tab you will find options for call task status. This is an advanced settings that is not often edited.

SMS Task Status: Select the status you want to set for the Task when the SMS is Received or Delivered.

  • Inbound SMS
  • Outbound SMS

YOU MAY BE INTERESTED IN:

LOG A CALL OPPORTUNITY / CASE

SALESFORCE TASK PICK-LISTS

CALL TERMINATION

FASTCALL DATA MODEL

FASTCALL IN LIGHTNING

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